The ROI Group is an independent financial services firm that operates as a Registered Investment Adviser (RIA), upholding a fiduciary standard to act in their clients' best interests. The company specializes in creating customized financial strategies that encompass investment management, retirement planning, estate planning, and insurance services. Their stated mission is to help clients achieve their financial goals through a disciplined, long-term approach to wealth management and personalized, objective advice.

Founded in

United States